Relationship Manager - HNI-Kotak Private Banking-Relationship Manager
Kotak Mahindra Bank · delhi, India
client acquisitionrelationship managementinvestment advisoryfinancial planningportfolio managementcompliancesales targetsexperienced
Job Description
As a Relationship Manager – HNI, you will manage and expand a portfolio of High Net-Worth Individuals by offering personalized financial solutions. Responsibilities include client acquisition, relationship management, investment advisory, and portfolio management. You will collaborate with internal teams to deliver comprehensive financial solutions while ensuring compliance with regulatory requirements.
Qualifications
Deep understanding of financial markets, investment products, and client relationship management.
Skills Required
- client acquisition
- relationship management
- investment advisory
- financial planning
- portfolio management
- compliance
- sales targets
Location
City: delhi · Country: India